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Investure LLC’s American Express AXP Stock Holding History

Investure LLC’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-198,845
Closed -$21.2M – 19
2018
Q3 		$21.2M Hold
198,845
– – 3.79% 12
2018
Q2 		$19.5M Buy
198,845
+12,000
+6% +$1.18M 2.3% 12
2018
Q1 		$17.4M Buy
186,845
+91,275
+96% +$8.84M 1.65% 9
2017
Q4 		$9.49M Buy
95,570
+40,304
+73% +$3.84M 1.61% 9
2017
Q3 		$5M Buy
+55,266
New +$4.75M 1.03% 9

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Investure LLC's AXP Position: Q4 2018 in Review

Investure LLC sold out of American Express (AXP) in Q4 2018, closing a stake of 198,845 shares — an estimated $21.2M sold.

Investure LLC first reported a position in AXP in Q3 2017 and held it in 5 quarters. The position peaked at $21.2M in Q3 2018. 1,525 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

  • Investure LLC reported no remaining American Express position as of Q4 2018 after selling out during the quarter.
  • Investure LLC sold 198,845 American Express shares in Q4 2018, an estimated $21.2M.
  • Investure LLC first reported a position in American Express in Q3 2017 and held it in 5 quarters.
  • Investure LLC's American Express position peaked at $21.2M in Q3 2018.
  • 1,525 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on Investure LLC's 13F filing for Q4 2018, filed 14 Feb 2019.